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Experience

As a member of our wealth management group, I proactively help my clients minimize their tax bills with creative tax and business services. From income tax, estate, and gift planning to business transactions and investments, I advise wealthy entrepreneurs on many aspects of their financial decisions and how best to prepare for the road ahead. I also advise real estate developers on income tax planning, real estate transactions, and partnership taxation.

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I’m an accomplished woodworker. My major ongoing project is a log home in Northern Michigan.

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